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AEPFX vs HNCTX
AEPFX vs HNCTX Comparison
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AEPFX vs HNCTX Comparison Chart in %
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AEPFX vs. HNCTX commentary
Aug 03, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPFX is a Buy and HNCTX is a Hold.
FUNDAMENTALS
Fundamentals
AEPFX has more cash in the bank: 141B vs. HNCTX (504M). AEPFX pays higher dividends than HNCTX: AEPFX (2.72) vs HNCTX (0.86). AEPFX was incepted earlier than HNCTX: AEPFX (18 years) vs HNCTX (20 years). HNCTX (1.02) is less costly to investors than AEPFX (0.59). AEPFX is a more actively managed with annual turnover of: 50.00 vs. HNCTX (36.00). HNCTX has a lower initial minimum investment than AEPFX: HNCTX (0) vs AEPFX (250). HNCTX annual gain was more profitable for investors over the last year : 17.88 vs. AEPFX (8.51). HNCTX return over 5 years is better than : 20.55 vs. AEPFX (-0.90).
| AEPFX | HNCTX | AEPFX / HNCTX | |
| Total Expense Ratio | 0.59 | 1.00 | 59% |
| Annual Report Gross Expense Ratio | 0.59 | 1.02 | 58% |
| Fund Existence | 18 years | 20 years | - |
| Gain YTD | 4.060 | 7.002 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 141B | 504M | 27,976% |
| Annual Yield % from dividends | 2.72 | 0.86 | 315% |
| Returns for 1 year | 8.51 | 17.88 | 48% |
| Returns for 3 years | 19.36 | 46.74 | 41% |
| Returns for 5 years | -0.90 | 20.55 | -4% |
| Returns for 10 years | 54.97 | 99.20 | 55% |
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